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Bookkeeping and Tax Practice - Established 1998

Listing Number: 3301-737340

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Listing Details

Bookkeeping and Tax Practice - Established 1998
Price: CA$225,000
Location: Wellington County, Ontario
  • Down Payment: CA$225,000
  • Sales: CA$288,874
  • Seller's Discretionary Earnings: CA$81,887
  • Inventory: CA$0
  • Furniture, Fixtures, and Equipment: CA$0
  • Employees:
  • Year Established: 1998
  • Reason for Selling: Retirement

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For More Information About This Listing
Bryan Beer
(226) 766-8200 [email protected]
View My Listings
President's Club

Business Description

This is a great opportunity to acquire a long‑standing, highly reputable bookkeeping and tax practice. Founded in 1998, this firm has built a loyal client base over nearly three decades, with many long‑term relationships and consistent year‑over‑year revenue. Located just outside the GTA, this business will appeal to new entrepreneurs seeking to enter the accounting market, as well as existing players looking to grow by acquisition.

Practice Highlights:

  • ~ 60 Bookkeeping Clients — representing 48% of total revenue
  • ~ 60 Corporate Tax (T2) Clients — representing 22% of total revenue
  • ~ 500 Personal Tax (T1) Clients — stable, recurring seasonal revenue
  • Established in 1998 — a strong reputation, long-term clients, and predictable cash flow
  • Revenue mix provides year‑round cash flow (monthly bookkeeping and corporate work) with strong seasonal uplift from personal taxes.
Ideal for:
  • A tax professional seeking a turnkey operation
  • A firm wanting to bolt on a stable, diversified client portfolio
Next Steps: Interested parties must complete a Non-Disclosure Agreement (NDA) and Buyer Profile (BP). Qualified buyers will be invited to an introductory call before receiving the Confidential Information Memorandum (CIM).